Portland Global Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
2,984
-523
| -15% | -$36.3K | 0.02% | 136 |
|
|
2025
Q1 | $249K | Hold |
3,507
| – | – | 0.03% | 120 |
|
|
2024
Q4 | $251K | Hold |
3,507
| – | – | 0.03% | 121 |
|
|
2024
Q3 | $296K | Buy |
3,507
+95
| +3% | +$8.03K | 0.04% | 116 |
|
|
2024
Q2 | $242K | Hold |
3,412
| – | – | 0.03% | 121 |
|
|
2024
Q1 | $218K | Hold |
3,412
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $207K | Buy |
+3,412
| New | +$207K | 0.03% | 126 |
|
|
2023
Q2 | – | Sell |
-2,660
| Closed | -$205K | – | 132 |
|
|
2023
Q1 | $205K | Hold |
2,660
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $222K | Hold |
2,660
| – | – | 0.04% | 129 |
|
|
2022
Q3 | $209K | Sell |
2,660
-110
| -4% | -$8.64K | 0.04% | 131 |
|
|
2022
Q2 | $215K | Sell |
2,770
-376
| -12% | -$29.2K | 0.04% | 130 |
|
|
2022
Q1 | $266K | Sell |
3,146
-130
| -4% | -$11K | 0.05% | 130 |
|
|
2021
Q4 | $306K | Sell |
3,276
-400
| -11% | -$37.4K | 0.05% | 131 |
|
|
2021
Q3 | $289K | Hold |
3,676
| – | – | 0.05% | 133 |
|
|
2021
Q2 | $269K | Buy |
3,676
+376
| +11% | +$27.5K | 0.05% | 135 |
|
|
2021
Q1 | $250K | Hold |
3,300
| – | – | 0.05% | 129 |
|
|
2020
Q4 | $255K | Sell |
3,300
-36
| -1% | -$2.78K | 0.06% | 122 |
|
|
2020
Q3 | $231K | Buy |
+3,336
| New | +$231K | 0.07% | 112 |
|
|
2020
Q1 | – | Sell |
-3,984
| Closed | -$241K | – | 105 |
|
|
2019
Q4 | $241K | Sell |
3,984
-268
| -6% | -$16.2K | 0.07% | 107 |
|
|
2019
Q3 | $248K | Hold |
4,252
| – | – | 0.08% | 101 |
|
|
2019
Q2 | $218K | Buy |
+4,252
| New | +$218K | 0.07% | 107 |
|
|
2017
Q1 | – | Sell |
-7,912
| Closed | -$236K | – | 100 |
|
|
2016
Q4 | $236K | Hold |
7,912
| – | – | 0.1% | 92 |
|
|
2016
Q3 | $242K | Hold |
7,912
| – | – | 0.11% | 90 |
|
|
2016
Q2 | $258K | Hold |
7,912
| – | – | 0.12% | 88 |
|
|
2016
Q1 | $234K | Hold |
7,912
| – | – | 0.11% | 93 |
|
|
2015
Q4 | $205K | Buy |
+7,912
| New | +$205K | 0.11% | 101 |
|
|
2015
Q2 | – | Sell |
-7,912
| Closed | -$206K | – | 108 |
|
|
2015
Q1 | $206K | Hold |
7,912
| – | – | 0.11% | 107 |
|
|
2014
Q4 | $210K | Buy |
+7,912
| New | +$210K | 0.11% | 109 |
|
|
2014
Q3 | – | Sell |
-7,912
| Closed | -$203K | – | 114 |
|
|
2014
Q2 | $203K | Buy |
+7,912
| New | +$203K | 0.1% | 118 |
|